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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
626
SPC Financial Inc
Maryland
$543K +$18.9K +250 +4%
IWM
627
IHT Wealth Management
Illinois
$542K -$2.72K -36 -0.5%
OC
628
Oakworth Capital
Alabama
$533K -$11.6K -153 -2%
M
629
MOTCO
Texas
$530K
PCM
630
Palisade Capital Management
New Jersey
$528K +$9.83K +130 +2%
TAM
631
Todd Asset Management
Kentucky
$526K
GA
632
Geneva Advisors
Illinois
$523K +$115K +1,520 +29%
GW
633
GW & Wade
Massachusetts
$521K +$225K +2,973 +79%
DSC
634
Duncker Streett & Co
Missouri
$520K +$203K +2,685 +67%
KIC
635
Keating Investment Counselors
Florida
$515K -$157K -2,082 -24%
MSS
636
Mitchell Sinkler & Starr
Pennsylvania
$505K
AC
637
Alexandria Capital
Virginia
$503K -$4.08K -54 -0.8%
GLA
638
Great Lakes Advisors
Illinois
$501K -$43.7K -578 -8%
NAM
639
NTV Asset Management
West Virginia
$501K
DY
640
Dowling & Yahnke
California
$500K +$8.93K +118 +2%
PVWM
641
Point View Wealth Management
New Jersey
$500K +$20.4K +270 +4%
SI
642
SII Investments
Wisconsin
$498K -$37.8K -500 -7%
DLCIG
643
D.L. Carlson Investment Group
New Hampshire
$497K -$7.57K -100 -2%
IWMPD
644
Integrated Wealth Management (Palm Desert)
California
$490K +$48.2K +637 +11%
AB
645
AT Bancorp
Iowa
$489K
CS
646
Comerica Securities
Michigan
$489K +$213K +2,821 +81%
Members Trust
647
Members Trust
Florida
$489K +$477K +6,307 New
BWFM
648
Bridgewater Wealth & Financial Management
Maryland
$487K -$71.8K -949 -13%
HAIM
649
Hunter Associates Investment Management
Pennsylvania
$482K
CFA
650
Carroll Financial Associates
North Carolina
$479K

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.